Filed January 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $180,814 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST COMPANY Service code 21 · EIN 16-1486454 | Bank Trustee | $29,350 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $28,915 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK, NA Service code 28 · EIN 94-1347393 | Investment Management | $24,212 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $18,465 |
COHO PARTNERS, LTD.1 year Filed as: COHO PARTNERS, LTD Service code 28 · EIN 23-3004662 | Investment Management | $17,261 |
Filed as: MONTGOMERY MCCRACKEN WALKER & RHOAD Service code 29 · EIN 23-0888490 | Legal | $13,564 |
DANA INVESTMENT ADVISORS1 year Filed as: DANA INVESTMENTS ADVISORS Service code 28 · EIN 39-1512278 | Investment Management | $8,011 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE ASSOCIATES, INC Service code 28 · EIN 55-0556948 | Investment Management | $7,445 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 14.50% | 12.40%+2.1pp | 10.16%+4.3pp | 23.90%-9.4pp |
| Employer contribution / active EE | $2,962 | $8,748-66.1% | $33,192-91.1% | $16,539-82.1% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |